The Items board is your product and service catalog. When you add a line to an invoice or quote and start typing in the Description field, Easy Invoice searches this board and offers matches — pick one and the description, rate, and unit all auto-fill.
The default columns
| Column | What it does |
|---|---|
| Name (item name) | Shown in the line-item search dropdown. |
| Description | Multi-line description that auto-fills into the line’s description field. |
| Rate | Per-unit price that auto-fills into the Rate column. |
| Unit | Optional unit label (e.g. “hour”, “each”, “kg”). |
| Item number | Optional unique reference (for example ITM-0001). |
Tax is not stored per item. Whether a line is taxed is controlled by the per-line Tax checkbox in the document editor, plus your tax rate and label in Settings — see creating an invoice for the tax flow.
Building the catalog
There are three ways to populate the Items board:
- Add items manually. Click + Add item on the board and fill in name, description, rate, and unit.
- Import from a CSV. Use monday.com’s standard CSV import to bring in an existing price list.
- Add on the fly from the editor. Type a one-off description directly in the line-item Description field — it works without being on the Items board.
Using groups to organise products
Items board groups (e.g. “Consulting Services”, “Products”, “Subcontractors”) help you keep a long catalog navigable. Group membership doesn’t affect Easy Invoice — search works across all groups — but it makes the board itself easier to maintain.
Updating a rate without touching past invoices
Past invoices and quotes store the rate that was on the line at the time they were created. Editing an item’s rate on the Items board updates the rate offered on future documents but leaves existing ones untouched.